NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/12/2025
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Official data from USPTO
LIVE OAK PRIVATE WEALTH
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
LIVE OAK PRIVATE WEALTH
ST13
US500000088154800Class
36, 42
Filing
88154800
Registration
5892848
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
11/13/2025
Trademark type
Word
Nice classes
36, 42
Filing date
10/15/2018
Registration date
10/22/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/12/2025
Last transaction
11/13/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/04/2017
First use in commerce
09/04/2017
Drawing code
4
Owner type
16
Owner location
Wilmington, NC
Examiner
CLARK,ROBERT C
Current location
Historical data usage
Holders and representatives
Holders
Live Oak Private Wealth, LLC
Representatives
Devon E. White WYRICK ROBBINS YATES & PONTON LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth management services; Financial advisory and consultancy servicesconsulting for financial plannersfinancial advisors and financial asset managers; Investment advice and brokerage services in the field of securities and annuities; Financial and investment servicesasset and investment acquisition and developmentconsultation and advisory services; Investment management and advisory servicesall provided to financial plannersfinancial advisors and financial asset managers; Financial serviceswealth management services provided to financial plannersfinancial advisors and financial asset managers to assist individuals in making financial decisions; Providing information in the field of financial planninginvestment management and wealth management to planners to financial plannersfinancial advisors and financial asset managers to assist individuals in making financial and investment decisions
Class 42
Providing on-linenon-downloadableinteractive software for managing investments for use in the financial field by investment advisors; Providing temporary use of online non-downloadable software and applications for use in the field of personal financeinvestments and accounting; Providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit accountcredit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for use in budgetingmanaging moneyrecording and tracking financial transactions; Providing temporary use of online non-downloadable software and applications for use in configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for use in bankingbill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for use in financial planning and managementinvestmentsretirement planning and related applications; Providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; Enabling computer software and application hosting serviceshosting software programs and applications for use in managingorganizingsharing financial and investment data on a global computer network; Providing temporary use of non-downloadable computer software and applications for performing queries and transactionsfor storingmodifyingtransmitting and receiving information and data in the fields of personal financeaccountingbankingbill paymentfinancial planningretirement planninginvestments and tax planningall via computer and communication networks
Publications
History of USPTO decisions and trademark events.
38 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/12/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/06/2025
E815
TEAS SECTION 8 & 15 RECEIVED
07/16/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/22/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
10/22/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/20/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/19/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/18/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/18/2019
IUAF
USE AMENDMENT FILED
08/22/2019
EISU
TEAS STATEMENT OF USE RECEIVED
08/22/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
07/23/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/28/2019
PUBO
PUBLISHED FOR OPPOSITION
05/28/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/08/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/23/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/23/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/12/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/12/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/12/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/02/2019
GNRT
NON-FINAL ACTION E-MAILED
04/02/2019
CNRT
NON-FINAL ACTION WRITTEN
04/02/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
04/01/2019
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
03/26/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/12/2019
ALIE
ASSIGNED TO LIE
03/11/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/20/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/19/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/19/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/19/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/25/2019
GNRT
NON-FINAL ACTION E-MAILED
01/25/2019
CNRT
NON-FINAL ACTION WRITTEN
01/25/2019
DOCK
ASSIGNED TO EXAMINER
01/24/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/25/2018
NWAP
NEW APPLICATION ENTERED
10/18/2018
Continuous trademark protection
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